+155.0%
KMI vs SUI
+120.9%
+34.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.1% | +1.6% |
| 7D | +6.0% | -3.8% | +9.9% | +7.6% |
| 30D | -3.4% | +3.9% | -7.3% | -5.2% |
| 3M | +1.8% | +0.2% | +1.6% | +1.2% |
| 6M | +0.4% | -4.2% | +4.6% | +1.4% |
| YTD | +20.8% | -2.5% | +23.4% | +20.8% |
| 1Y | +23.0% | -4.0% | +27.0% | +23.7% |
| 3Y | +123.3% | +16.5% | +106.8% | +102.0% |
| 5Y | +149.8% | -27.2% | +177.0% | +172.5% |
| All | +155.0% | +120.9% | +34.1% | +105.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling